Tag Archive

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Why Has The EV/EBIT Spread Blown Out?. Here’s an excerpt from the episode: Bill: What’s the EV to EBIT spread? You said that blew out? It’s got to be cyclicals– the TTM cyclicals got to … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Reason Analysts Systematically Overshoot On Earnings. Here’s an excerpt from the episode: Tobias: I got a Verdad piece here. This is their most recent one. Sages of Wall Street. It’s called by Brian Chingono … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investors Are Extremely Bearish But Still Holding Stocks. Here’s an excerpt from the episode: Tobias: Let’s just jump into that one really quickly, because it’s interesting since we’re talking about it. It’s from Callum Thomas. … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Investors Are Extremely Bearish But Still Holding Stocks The Reason Analysts Systematically Overshoot On Earnings Why Has The EV/EBIT Spread Blown Out? Peter Leyden – The Next Big Long Tech Boom Marketing … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Finding Cheap Opportunities Today. Here’s an excerpt from the episode: Tobias: I feel reasonably positive about the returns for, I don’t say value, but for things that you can do evaluation on. Let me say … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Now Is Not The Time To Sell. Here’s an excerpt from the episode: Tobias: It’s not like there’s much you can do anyway. The time to sell out was, I don’t know, there’s been no … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss An Amazon Retrospective. Here’s an excerpt from the episode: Jake: Yeah, or off the rails here. For sure. All right. This is precipitated from messing around. Just curious. Wanted to go look at Amazon’s financials, … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Your Odds Of Picking Long-Term Growth Companies Are No Better Than A Coin Flip. Here’s an excerpt from the episode: Tobias: Tobias: Let me kick off a little bit of– Jake: Who’s your Verdaddy. Tobias: Yeah, … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Predicting Growth An Amazon Retrospective Musk v Twitter Is Back On Ray Dalio Finishes On A High Greg Able Buys $68 Million Of Berkshire Stock Earnings And Multiple Expansion Now Is Not … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Chaotic Selling Is The Signal To Buy, Not The Signal To Sell. Here’s an excerpt from the episode: Tobias: I think you can have lots of opportunity. I don’t think this is over by any … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Get Your Man-Overboard Plans Ready Before It’s Too Late. Here’s an excerpt from the episode: Tobias: And I think that’ll happen again this time. I do think they’ll pivot. But if you have a look … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Ben Graham Lost Everything Using Margin Leverage. Here’s an excerpt from the episode: Bill: Yeah. 1930 thinking the worst was over. Graham went all in. He used margin leverage what thought would be terrific returns. … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss A Better Definition Of A Bear Market. Here’s an excerpt from the episode: Tobias: The definition of a bear, I always found really unusual. I’ve got a completely arbitrary definition of a bear too. But … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: Build-a-Bear Workshop The Gini Coefficient Peter Zeihan’s Fractured World Ben Graham Lost Everything Using Margin Leverage President Joe Biden Set To Tap SPR In Historic Move A Better Definition Of A Bear … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Indexing Is Harder Than It Sounds. Here’s an excerpt from the episode: Tobias: This is the other one I wanted to ask. James L. “What does it take to reverse on indexing?” Bill: I don’t … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss The Argument Against Concentration. Here’s an excerpt from the episode: Jake: It might actually be– Let’s talk about portfolio construction a second when we look at that result that came from there. If you took … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Investing Lessons From Vermeer Fakes. Here’s an excerpt from the episode: Jake: All right, this is the story of the fake Vermeer. And this guy named Abraham Bredius, I believe his name is. I could … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Comparing the PE Ratios Of The Nifty Fifty Companies With Today. Here’s an excerpt from the episode: Tobias: Do you want to do this one now, because they make comments about the PE. So, Nifty … Read More

In their latest episode of the VALUE: After Hours Podcast, Bill Brewster, Jake Taylor, and Tobias Carlisle discuss: ​Comparing the PE Ratios Of The Nifty Fifty Companies With Today Investing Lessons From Vermeer Fakes The Argument Against Concentration Indexing Is Harder Than It Sounds Could You Live Through A Decade … Read More

In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We All Make Mistakes We Regret. Here’s an excerpt from the episode: Tobias: I’ve got a good regret and this is a real one and this is the one I say a lot, I’m trying … Read More